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True Link

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True Link Financial, Inc. offers financial advisory planning services by offering smart solutions to manage spending and asset growth in retirement

San Francisco, United StatesFounded 2012Fintech
Valuation $100–250M Last recorded · 2020
Headcount 100–500 Current team size
Total funding $50–100M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for True Link and the history behind them.

About True Link

True Link Financial provides customizable financial services and prepaid cards designed to meet the unique needs of older adults, people with disabilities, and individuals in recovery. The company operates in the financial services market, focusing on providing safer access to funds and preventing financial exploitation. True Link's core product is a prepaid card that can be tailored through an online dashboard to control spending, add funds, and set specific usage parameters. This service is particularly beneficial for caregivers, fiduciaries, and family members who manage finances for vulnerable individuals. True Link makes money through fees associated with the prepaid cards and additional financial services. The company serves a diverse client base, including older adults, beneficiaries of special needs trusts (SNTs), and people in recovery from addiction. By offering a secure and customizable financial solution, True Link aims to enhance financial independence and security for its clients.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2012
Headquarters
San Francisco, United States
Employees
103
Open positions
2
Dealroom signal
71.8/100
Industry
Fintech
Sub-industry
Mortgages & Lending
Sector
Fintech, Planning, Well-Being, YC S13, financial inclusion
Investment activity
1 company, latest Aug 2016
Capital deployed
—
Preferred round
ACQUISITION

Funding history

9 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES BOther financing Jul 2020 $35M $140M Centana Growth Partners · Khosla Ventures —
LATE VCOther financing Dec 2018 $0 — Khosla Ventures —
Showing the latest 2 of 9 recorded eventsBook a demo for the full funding history →

Growth signals

True Link website traffic

Latest recorded traffic for True Link is 800K monthly website visits, down 5.9% over the last three months. True Link's team grew 1% over the past year.

Latest monthly visits800K 3-month web change-5.9% 1-year team growth+1%
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Similar companies

Closest operating peers by Dealroom taxonomy

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Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

16 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed7 investors entered at this stage

Series A8 investors entered at this stage

Series B and later1 investor entered at this stage

Team profiled 19 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 4 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
2 countries with
team presence
🇺🇸 United States98.8%
🇮🇳 India1.2%
2 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about True Link on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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